C
Chris C Crenshaw Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,517,910
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
13
77% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$3,116,762
About
The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It manages approximately $42.8 million across 13 client relationships, with more than half of clients identified as high‑net‑worth individuals.
Investment programs are built around strategic asset allocation and may incorporate both fundamental and technical analysis, historical valuation measures, and commercially available analytic tools; the firm collects detailed client information, including a psychological risk‑tolerance profile, to shape recommended plans. Accounts are managed on a discretionary basis with weekly internal reviews and quarterly written reports and client confirmations regarding objectives and fee calculations.
Compared with typical independent solo advisory practices, the firm is notable for accepting corporate and other business clients alongside individual and organizational accounts and for a relatively small client roster supporting a sizable asset base. The sole principal has over forty years of industry experience, provides financial planning to advisory clients at no separate charge, and the firm does not custody client assets or vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Under $2,000,000 - $1,999,999: 1.00% annually $2,000,000 - $2,999,999: 0.95% annually $3,000,000 - $3,999,999: 0.90% annually $4,000,000 - $5,000,000: 0.85% annually Over $5,000,000+: 0.80% annually
Main office location
Chris C Crenshaw Financial Services, LLC
2727 University Drive
Durham NC 27707, United States
Number of offices
1
Most active in
Chris C Crenshaw Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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